Edition: Business + Insights Pro Add-on, Enterprise + Insights Pro Add-on
User-level: Permissions are set at an Organisation level by System Administrators
Who this is for: Principals, directors, finance team
Dashboard Explained
Revenue, recovery, and gross profit trended by financial quarter, by slice. Compare Periods lets you compare the same metrics across different quarters to spot seasonal patterns or genuine trend changes.
New in Insights Pro: This dashboard did not exist in Analytics Plus.
How to use it
Use Compare Periods to check whether a change in Revenue, Recovery %, or Gross Profit % is a genuine trend or a seasonal pattern that recurs each quarter. Compare the same quarter across different financial years to control for seasonality before drawing conclusions from a single period's dip or spike.
Understanding your data
Key Fields | How it's Calculated |
Revenue (Invoices) | Invoiced revenue, trended by FY Quarter |
Recovery % | Invoiced revenue ÷ charge generated, trended by FY Quarter |
Gross Profit | Revenue less standard cost, trended by FY Quarter |
Gross Profit % | Gross Profit as a percentage of revenue, trended by FY Quarter |
Visuals
Revenue by FY Quarter (line)
Recovery % by FY Quarter (line)
Gross Profit by FY Quarter (line)
Gross Profit % by FY Quarter (line)
Slice × FY Quarter table (Revenue, Recovery %, Gross Profit, Gross Profit %)
Filters
Office: filter by Project Office
Discipline: filter by Stage Discipline
Project Manager: filter by Project Manager
Project Status: filter by Project Status
Project Type: filter by Project Type
Cost Centre: filter by Stage Cost Centre
Stage Manager: filter by Stage Manager
Stage Status: filter by Stage Status
Stage Fee Type: filter by Stage Fee Type
Project: filter to a specific project
Project Health: filter by project health (RAG level)
Project Director: filter by Project Director
Primary Contact Name: filter by primary contact
Project Salesperson: filter by salesperson
Account Manager: filter by Account Manager
Slice By: choose the dimension for the aggregated graph visuals
Toggles
Units / Thousands / Millions: switches the value scale used across the page